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I have ProSeries and considering changing to TurboTax

I prepare about 30 tax returns annually using ProSeries, but it is too expensive to continue. I am thinking about changing to TurboTax and wonder if all my data files will convert accurately 
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Accepted Solutions
xmasbaby0
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

I have ProSeries and considering changing to TurboTax

Paid tax preparers are not allowed to use TurboTax to to prepare returns.   TurboTax is for "do-it-yourself" returns and can be used for up to five federal e-files for yourself, other family members, etc.   You cannot use TT to prepare thirty or more returns.  Using TT to prepare returns in order to be paid would violate the terms of service.   And, no, your Pro-Series  files will not transfer to TT.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

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2 Replies

I have ProSeries and considering changing to TurboTax

You can certainly switch products, but you will not be able to transfer your ProSeries file(s) into TurboTax.

xmasbaby0
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

I have ProSeries and considering changing to TurboTax

Paid tax preparers are not allowed to use TurboTax to to prepare returns.   TurboTax is for "do-it-yourself" returns and can be used for up to five federal e-files for yourself, other family members, etc.   You cannot use TT to prepare thirty or more returns.  Using TT to prepare returns in order to be paid would violate the terms of service.   And, no, your Pro-Series  files will not transfer to TT.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
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